Jeremy Straub,CRPC, CFS® is the CEO of Coastal Wealth, a financial planning firm that manages over $10 billion in assets for over 200,000 clients. Straub is a financial industry thought leader who brings energy and passion to helping people preserve wealth. He quickly ascended to the top of the financial planning industry at a fortune 500 before leaving to establish Coastal Wealth in 2016 while still in his 30’s. He quickly grew the business into the 27-office, 450-person dream team he has today. Straub is also an active volunteer with SCORE in Broward County, where he helps entrepreneurs start, develop, and grow their businesses. In 2019 he launched Upreneur, a popular podcast in partnership with SCORE to share lessons learned from successful entrepreneurs. Straub is a regular business & financial expert, regularly featured on CNBC, US News, Business Insider, and more.